AI Copilot Prompt Playbook for Data, Reporting & Insights

$19.95

13 sold in last 24 hours
21 Sales
★★★★★ (9)

Get 30 proven Copilot prompts designed to supercharge your data, reporting, and insights inside Microsoft 365.

    • Covers data cleaning, reporting, dashboards, analysis, financials, and forecasting.
    • No guesswork — just copy, paste, and run inside Copilot.
    • Includes example outputs and app-specific usage tips.
    • Perfect for analysts, finance teams, and managers.
    • Based on real-world Microsoft 365 and Power BI use cases.

  •  Instant Download - Easy Install - Fully Customisable

    Instant Download

    Get instant access with our digital downloads. As soon as your purchase is complete, you'll receive an email with your download link, invoice, and everything you need to get started — no waiting required.

    Easy to Install

    All our templates are easy to install on Windows and Mac, with seamless syncing across all devices supported by Microsoft OneNote — including PCs, laptops, iPhones, iPads, and Android devices.

    Fully Customizable

    Our templates are fully customizable, letting you tailor every page, section, and element to suit your workflow — whether you're managing tasks, projects, or notes.

    All Prices in USD

    All prices listed are in US dollars (USD), regardless of your location or billing country.

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Your complete PDF playbook of ready-to-use Copilot prompts for Data, Reporting & Insights

The AI Copilot Prompt Playbook for Data, Reporting & Insights (delivered as a downloadable PDF) gives you 30 proven prompts across 5 categories — helping you clean data, build dashboards, analyse performance, and deliver insights with confidence inside Microsoft 365.

Easy to follow and includes the following:

30 Ready-to-Use PromptsCovering data preparation, reporting, analysis, financials, and forecasting.
Category-Based GuidanceEach prompt is structured with context, sources, output format, and follow-up suggestions.
Practical Example OutputsSee exactly how Copilot will respond with real-world data scenarios.
Step-by-Step Usage TipsKnow which apps to use (Excel, Power BI, Outlook, Teams, Word) for each prompt.
Insights-Ready PDF DesignInstant download — copy, paste, and adapt without trial and error.

 

★★★★★
This playbook helped me finally make sense of messy spreadsheets — Copilot cleaned and summarised data in minutes.
Sophia R.
★★★★★
Exactly what I needed to build clear dashboards and KPI summaries without spending hours in Excel.
Liam T.
★★★★★
Our finance team now uses Copilot for variance analysis and forecasting. This guide made adoption effortless.
Arjun K.
★★★★★
Brilliant resource — I just copy, paste, and get usable reports. No more wasted time reformatting data.
Mia L.
★★★★★
The example outputs showed me exactly how Copilot would handle my sales data. Saved me hours every week.
Noah D.


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